About Us
About Us
We are a group of independent financial service professionals who work with our clients to help them take control of their finances. We focus on each client's individual needs and situations and strive to provide suitable financial solutions to our clients based on their time horizon and risk tolerance.
Vision: No Family Left Behind
In an increasingly large economy, it is becoming more and more difficult for families to keep up with their respective financial needs. We created Uptick Financial Services to lend a helping hand, so families don’t have to worry. With professional consultations from our team of experts, we can make the most out of your money through financial planning.
Mission:
Educate 1 Million Families Per Year
Upon entry into the real world, many people lack the knowledge and experience needed to efficiently carry out personal finances and as a result, many families are left behind. To combat this and achieve our vision of “No Family Left Behind”, our team at Uptick Financial Services hopes to assist every family in learning the basics of personal finances. With this, we hope that one day we can reach our goal of educating 1 million families in money management.
Prashant Morajkar
Prashant Morajkar is an engineer by background but now owns and operates a successful financial services agency. Prashant has 16 years of corporate background working for a fortune 500 company, where he handled corporate roles with increasing responsibility.
He wanted to create a legacy for his family and was always in a quest to find opportunities to generate passive cash flow. The finance domain appealed to him as the finance industry is one of the largest and oldest industries in the world. Pursuing the mission to educate more and more families financially, Prashant achieved his dream by creating Uptick Financial Services. in his late 30s.
Through "Uptick Financial Services", Prashant is following his grand vision of "No Family Left Behind" by helping more and more families learn the basics of personal finances and make a positive difference for families.
Madhuri Morajkar
An engineer by education, Madhuri Morajkar has always been entrepreneurial. From her early teens, she has successfully ventured in agricultural, food, fashion and retail industries in a variety of business ventures. As a co-founder of Uptick Financial Services, Madhuri adds tremendous value to the company with her business leadership skills.
Along with her husband Prashant Morajkar, Madhuri has been successful in helping families understand and implement basics of finances and safeguard their financial future. Together this couple continues to empower many other professional couples like themselves and continue to add value in people’s lives.
Even after being a busy mother of two, Madhuri always finds time to keep the team together and maintain a cohesive bond between the agencies.
What Our Customers Have to Say About Us
"Working with Uptick Finances and the power team of Prashant and Madhuri has been one of the most pleasant experiences. Their professionalism and in-depth knowledge has always amazed me and my wife. Never once in our professional life we were made aware of the financial basics the way Prashant did. Today we feel much more in control of our own finances than ever"
- Nikhil and Nidhi
"Prashant has an ability to simplify some of the most confusing concepts in finances and taxes. His detailed analysis on my Financial Lifestyle Strategy has greatly helped me implement appropriate tax diversification along with investment diversification. I wonder why in my 26 years of career I never once came across someone like Prashant. Great value for my time invested with him"
- Mike and Sandra
The income potential in finance industry is tremendous and is very rewarding, and Prashant and Madhuri have made us realize that in an in-depth manner. Focusing on people’s priorities by helping them prepare their Financial Lifestyle Strategy is not only very eye opening for the clients but it is a very rewarding experience for us as finance professionals."
- Ravi and Bhakti
"Prashant has been a great mentor and a close friend for me for last 3 years. In that short time; he has helped my wife replace her full time professional income utilizing the potential of finance industry. I am now excited to replace my income and make it passive and ever growing! Thank you Prashant and Madhuri for pouring your lives in us"
- Remy and Rukmani